| Asempa, LLC | Baton Rouge, LA | $246M | — |
| Des Moines Investments, LLC | Des Moines, IA | $246M | — |
| Hall Retirement Planning Services, LLC | Knoxville, TN | $246M | — |
| Sierra Pacific Private Wealth, LLC | Pleasanton, CA | $245.9M | — |
| 3b Capital Management, LP | Dallas, TX | $245.9M | 3 |
| Pinnacle West Asset Management Inc | Casper, WY | $245.9M | — |
| Glc Investment Advisors, LLC | | $245.9M | 3 |
| Insight Inv LLC | El Segundo, CA | $245.7M | — |
| Toro West Capital Advisors, LLC | Louisville, CO | $245.7M | — |
| Global Wealth Management, LLC | Kingston, NJ | $245.7M | — |
| Alternative Fund Advisors, LLC | Boston, MA | $245.6M | — |
| Wealthway Financial Advisors | Norfolk, VA | $245.6M | — |
| Bostwick Capital LLC | Locust Valley, NY | $245.4M | 4 |
| Rm Financial Services, LLC | Falmouth, ME | $245.4M | — |
| Optimist Retirement Group, LLC | Bellevue, WA | $245.3M | — |
| Strobe Ventures LP | Brooklyn, NY | $245.2M | 3 |
| Cannon Wealth Management Services, LLC | Winston Salem, NC | $245.2M | — |
| Saas Capital, LLC | Cincinnati, OH | $244.9M | 9 |
| W Advisors LLC | Germantown, TN | $244.9M | — |
| Metronome Capital LLP | London, London | $244.9M | 1 |
| Integras Partners, LLC | Alpharetta, GA | $244.8M | — |
| Merrion Investment Management Co, LLC | Cranford, NJ | $244.8M | — |
| Kultura Capital Management LP | Park City, UT | $244.7M | 2 |
| Mjr Financial LLC | Austin, TX | $244.7M | — |
| Leon Capital Management, LLC | Dallas, TX | $244.7M | 16 |
| Clear Ridge Wealth Management, LLC | Kalamazoo, MI | $244.6M | — |
| Boyce & Associates Wealth Consulting, Inc. | Cedar Park, TX | $244.6M | — |
| City Different Holdings LP | Santa Fe, NM | $244.4M | 4 |
| Lederer & Associates Investment Counsel | Long Beach, CA | $244.3M | — |
| Gulfstream CM, LLC | Summit, NJ | $244.2M | 2 |
| Bazis Private Wealth, LLC | Omaha, NE | $244.1M | — |
| Bandera Partners LLC | Brooklyn, NY | $244.1M | 1 |
| Tyr Capital Advisors, LLC | Overland Park, KS | $244.1M | 1 |
| Shorevest Partners, Ltd. | Tortola | $244M | 3 |
| Richardson Wealth (USA) Limited | Toronto, Ontario | $243.9M | — |
| Ares Financial Consulting LLC | Calabasas, CA | $243.9M | — |
| Invera Wealth Advisors LLC | | $243.8M | — |
| Legacy Solutions, LLC | Kennett Square, PA | $243.8M | — |
| Abundant Wealth Management LLC | Stamford, CT | $243.8M | — |
| Foundation Capital Management, LLC | East Norriton, PA | $243.8M | — |
| Stegent Equity Advisors Inc. | Houston, TX | $243.7M | — |
| Pinnacle Wealth Management Group, Inc. | Plymouth, MI | $243.7M | — |
| Evergreen Capital Associates LLC | Plainsboro, NJ | $243.6M | 6 |
| Brahma Management LLC | | $243.6M | 5 |
| Jason a Prattes Financial Inc | Newport Beach, CA | $243.6M | 5 |
| Pursue Wealth Partners, LLC | | $243.4M | — |
| Jre Advisors LLC | New York, NY | $243.3M | 2 |
| Exit Wealth Advisors, LLC | Alpharetta, GA | $243.2M | — |
| Rinaldi Wealth Management, Inc. | Bonita Springs, FL | $243.2M | — |
| Capstone Wealth Management Group, Inc. | Bend, OR | $243M | — |